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Bleakley Financial Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bleakley Financial Group’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,521
Closed -$312K – 621
2024
Q4 		$312K Sell
6,521
-4,219
-39% -$203K 0.01% 789
2024
Q3 		$521K Buy
10,740
+2,894
+37% +$140K 0.02% 592
2024
Q2 		$375K Buy
7,846
+24
+0.3% +$1.15K 0.01% 693
2024
Q1 		$376K Sell
7,822
-381
-5% -$18.4K 0.01% 696
2023
Q4 		$398K Sell
8,203
-2,070
-20% -$97.8K 0.01% 652
2023
Q3 		$477K Buy
10,273
+1,322
+15% +$62.5K 0.02% 551
2023
Q2 		$426K Buy
8,951
+1,361
+18% +$65.1K 0.01% 626
2023
Q1 		$367K Sell
7,590
-2,171
-22% -$104K 0.01% 654
2022
Q4 		$467K Buy
+9,761
New +$461K 0.02% 569

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bleakley Financial Group's DFNM Position: Q1 2025 in Review

Bleakley Financial Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2025, closing a stake of 6,521 shares — an estimated $312K sold.

Bleakley Financial Group first reported a position in DFNM in Q4 2022 and held it in 9 quarters. The position peaked at $521K in Q3 2024. 238 funds tracked by Wall St. Rank hold DFNM as of Q1 2025.

  • Bleakley Financial Group reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 6,521 Dimensional National Municipal Bond ETF shares in Q1 2025, an estimated $312K.
  • Bleakley Financial Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Dimensional National Municipal Bond ETF position peaked at $521K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.